Jim Leaviss: Navigating the inflation conundrum

Managing rising costs amid myriad macro risks

clock • 2 min read

The next year or so will see significant disinflation around the world.

While there are clearly some inflationary forces in the economy at the moment, these will be by far overtaken by the huge fall in demand and energy prices which we have seen over the last few months. Buyers back ex-Woodford trust as Schroders sets out short- and long-term plans Oil prices actually turned negative in March, so we shouldn't be surprised to see very low inflation numbers, at least until we all come out of lockdown. Looking into 2021, a rebound in inflationary forces is likely, most importantly simply due to the so-called "base effect" of low oil prices. The ultra-l...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Markets

Square Mile's CIO Mark Harries: Are we in an AI-generated bubble?

Square Mile's CIO Mark Harries: Are we in an AI-generated bubble?

'Only time will tell how the AI revolution reshapes the market'

Mark Harries
clock 17 May 2024 • 4 min read
Market Movers Blog: S&P 500 and Dow Jones hit record highs following US inflation data

Market Movers Blog: S&P 500 and Dow Jones hit record highs following US inflation data

Latest news and analysis

Investment Week
clock 25 April 2024 • 1 min read
How big an impact could global elections have on portfolio allocation in 2024?

How big an impact could global elections have on portfolio allocation in 2024?

US, UK and India main focuses

Investment Week
clock 19 February 2024 • 8 min read
Trustpilot